Practice

Even as she helps clients prepare financially for the future, doctor and adviser Carolyn McClanahan knows "the future could be gone in the blink of an eye."

Although Medicare is a big help for retirees, the program only has a limited coverage depending on the enrollment periods they have signed up for; plus, five ways to help your clients work their way into retirement.

FINRA blasted the former rep for allegedly making unsuitable recommendations in unit investment trusts that cost customers more than $1 million in losses.

Low rates may prove a more enduring challenge than even MetLife Chief Executive Steve Kandarian’s fight against government regulation.

Here's what top young producers should be looking for when switching firms, according to On Wall Street's annual recruiters panel.

How have other countries that introduced fiduciary standards before the U.S. fared? Toronto-based adviser Trevor Parry gives the long view.

They also should reduce spending as much as possible and keep their investments in stocks for greater returns; plus, planning for the gig economy.

Firms can't keep up with the demand for new recruits, which will keep the bigger payouts coming, On Wall Street's annual recruiter panel says.

Analysis: Arguably the greatest adjustment pressure will be on annuity companies and broker-dealer and insurance firms that will not likely qualify for the level-fee fiduciary exception.

Advisors are now helping clients think about living to 100 and beyond.